Investment Performance Analyst

CAREERS THAT CHANGE THE WORLD

 

OUR CULTURE

Cambridge Associates believes culture is central to your success and ours.

We believe in a vibrant, values-driven culture that is supportive, inclusive, and diverse. Here, we celebrate the individual while we support global connectivity. At CA, collaboration wins, kindness matters, and your success is our priority.

o    We foster an inclusive and diverse environment that enables all individuals to engage and bring their full selves to work.

 

OUR CLIENTS

Cambridge Associates believes our clients come first .

Our clients are the most compelling endowments, foundations, pensions, private clients and institutional investors around the globe.

 

OUR PEOPLE

Cambridge Associates believes we do our best when you do your best.

At CA, we are only as successful as you are. We actively recruit and invest in the most dynamic and diverse talent and then empower you to succeed. By leveraging your unique skills, developing your individual career goals, and building a collaborative global community of connected, diverse individuals, we build a community that is stronger together.

But enough about us. Tell us about YOU

o    Are you a bold individual seeking an opportunity to contribute to a value-based, collaborative environment in some of the most exciting cities around the globe?

o    Are you eager to work for an organization committed to diversity, inclusion, sustainability, and Corporate Social Responsibility?

o    Do you strive to work in an environment that encourages innovation and teamwork?

o    Are you a thought leader who cares about making a difference in the world while contributing to an amazing culture?

o    Do you value a challenging professional opportunity where you can leverage your skills, gain a valuable foundational in finance and investment, and build a long-term career development plan?

o    Are you seeking a competitive salary a robust and comprehensive benefits program, and a variety of attractive benefits and perks?

 

THE OPPORTUNITY

Investment Performance Analyst

CLIENT REPORTING GROUP

Investment Performance Analysts in the Client Reporting Group are responsible for all aspects of performance report production; including coordination with multiple internal teams and external clients, data input, reconciliation, client report administration, exhibit generation, and quality control. The position is operations focused and includes back/middle-office responsibilities to support Cambridge Associates’ multiple services. 

·       Assume ownership and accountability for the end-to-end process of delivering monthly and quarterly performance reports to investment teams across multiple client assignments and asset classes.  This process includes utilizing both proprietary and external industry applications and developing a skillset to ensure quality over reporting components such as client portfolio structure, transactions, market values, performance, and benchmarks

·       Fulfill time-sensitive data requests regarding performance methodology and data investigation and analysis

·       Maintain relationships with internal stakeholders, providing professional customer service and demonstrating strong communication skills

WE OFFER

·       2-week onboarding training program, as well as structured mentorship.  Continuing education opportunities, including employee guided learning opportunities and support for the CFA, CAIA, CIPM, and other professional designations

·       Team-based work structur